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Based on the popular 80’s card game, we select an asset class each week and use FE Fundinfo data to select two funds based on their 3-year performance, assets under management, alpha, volatility, recurring fees, and information ratios. Compare and decide which is best. top playing cards.
This week, the BlackRock GF U.S. Mid-Cap Fund defeated the Schroders ISF U.S. Mid-Small Cap Fund 4-2.
BlackRock GF US Midcap Value Fund
The Fund invests at least 70% of its total assets in the equity securities of mid-sized companies domiciled in the United States or whose principal operations are in the United States.
Sector breakdown:
- Finance (18.9%)
- Industrial (13.86%)
- Healthcare (12.59%)
- Consumer voluntary (10.53%)
- Information technology (9.43%)
- Consumer necessities (7.42%)
- Material (6.32%)
- Public works (6.01%)
- Energy (5.81%)
- Communication (2.68%)
Schroders ISF US Small and Mid-Cap Equity Fund
The fund seeks to generate capital growth that exceeds the Russell 2500 Lagging Index over a three- to five-year period, net of fees, by investing in stocks of small and medium-sized U.S. companies.
Sector breakdown:
- Industrial (20.3%)
- Information technology (15.8%)
- Finance (14.8%)
- Healthcare (13.6%)
- Consumer voluntary (11%)
- Material (5.8%)
- Real estate (5%)
- Communication services (3.5%)
- Energy (3.3%)
- Public works (2.2%)
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